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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCMT
751
Founders Capital Management (Texas)
Texas
$10K +$10.8K +300 New
OFG
752
Oxford Financial Group
Indiana
$10K +$10.8K +300 New
HFA
753
HC Financial Advisors
California
$10K +$11.2K +312 New
TPWA
754
TRUE Private Wealth Advisors
Oregon
$9K
VCM
755
Versant Capital Management
Arizona
$9K
QI
756
QS Investors
New York
$9K +$1.76K +49 +22%
HIM
757
HawsGoodwin Investment Management
Tennessee
$8K
SC
758
Stratford Consulting
Texas
$8K
BMM
759
Berkshire Money Management
Massachusetts
$8K +$9.54K +266 New
QCG
760
Quadrant Capital Group
Ohio
$8K +$9.54K +266 New
S
761
SignatureFD
Georgia
$6K -$71K -1,980 -91%
PCA
762
Providence Capital Advisors
North Carolina
$6K -$38.5K -1,074 -84%
MI
763
Markston International
New York
$6K
FGAM
764
Financial Gravity Asset Management
Texas
$5.14K -$84.9K -2,368 -94%
HFM
765
Hartford Financial Management
Connecticut
$5K -$3.94K -110 -39%
HDIM
766
Hanson & Doremus Investment Management
Vermont
$5K
QAM
767
QCI Asset Management
New York
$5K
TFA
768
Toth Financial Advisory
Virginia
$5K
PA
769
Procyon Advisors
Connecticut
$5K +$5.42K +151 New
WA
770
WestEnd Advisors
North Carolina
$4.23K +$179 +5 +4%
MF
771
Manchester Financial
California
$4K -$29K -810 -87%
TL
772
TrueWealth LLC
Georgia
$4K -$22.3K -622 -83%
LSA
773
Lion Street Advisors
Texas
$4K +$4.23K +118 New
DCM
774
Davidson Capital Management
Texas
$4K +$4.7K +131 New
OSAM
775
O'Shaughnessy Asset Management
Connecticut
$4K +$4.7K +131 New